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  • Infographic:  5 Easy Ways to Live a More Frugal Life

    Kacy Reece

    When you start to think about the ways in which you can live a more frugal life, the possibilities are endless. However, saving isn't always about cutting everything out. Instead, you can focus on small opportunities to help put away a few extra dollars here and there – such as checking out a movie at the library or taking public transportation when possible. Here are a few simple ways to save money without giving up the things you love.

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Other Resources
  • Investment Basics: How Risky Are You?

    Investment Basics: How Risky Are You?

    Fill out our Risk Tolerance Questionnaire to measure your appetite for risk when it comes to investing.         

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  • The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    We're coming into the busiest time of year, and naturally your schedule may be filling up with family gatherings, delicious food, and year-end adventures. 

    Before you get consumed by holiday parties and egg nog, take a moment and ask yourself these three questions to make sure you are ringing in the New Year knowing your retirement plan is in good order and up to date.

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  • Infographic: What's Changing for Retirement Plans in 2018?

    Infographic: What's Changing for Retirement Plans in 2018?

    Do you know what's changing for retirement plans in 2018? The IRS has announced the 2018 plan limits and these changes will take effect in the upcoming tax year on retirement-related items. Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Especially since this is the first year since 2015 that your 401(k), 403(b), and 457 limit is raising. 

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Webinars
  • Social Security 101: 5 Important Questions to Ask

    Social Security 101: 5 Important Questions to Ask

    Do you have questions about how Social Security works?

     MoneyNav is conveniently breaking down our in-depth webinar presentations and giving you the advice you need to help with your financial future. 

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  • Expand Your Home Buying Game with Valuable Expert Advice

    Expand Your Home Buying Game with Valuable Expert Advice

    How much do you know about home buying? It's no mystery that it's a monumental decision, so ease into the process with our expert advice. 

    Watch these short videos below to get an understanding of the home buying process and what you'll want to know before purchasing your first house.

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  • Insuring Your Assets: How to Protect Your Future Finances

    Insuring Your Assets: How to Protect Your Future Finances

    Are you prepared for when you'll "need" insurance? Life can change in the blink of an eye, so ease your worries and figure out the protection that makes sense for you. MoneyNav is conveniently breaking down our in-depth webinar presentations and giving the advice you need to help with your financial future.

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Video
  • VIDEO: Behind the Scenes of Where Your Money Goes in a 401(k)

    Money in Jar

    For many 401(k) investors we know we should be saving a portion of our paycheck each month for retirement, but have you ever wondered where that money actually goes? You may be surprised that it doesn't just sit in an account but instead, it's invested in stocks and bonds. In the video below, we highlight the basics of what happens to your money when it is deposited into a 401(k), and how it can grow over time to help you prepare for retirement. Hopefully, this video will make it easier to understand not only why you should invest into your 401(k), but also how to do it! Feel free to reach out to our team if you have other questions about 401(k) savings, we're happy to help. 

  • Social Security 101: 5 Important Questions to Ask

    AdobeStock_53967541.jpeg

    Do you have questions about how Social Security works?

     MoneyNav is conveniently breaking down our in-depth webinar presentations and giving you the advice you need to help with your financial future. 

  • VIDEO: How Strong is Your Cyber Security?

    Computer security keyIn today's society, a lot of people are getting easily stressed about the security of our data. We share so much sensitive, private information online and so getting hacked is a valid fear. Recently, we've seen so many large companies having security breaches so how can we safeguard our data? In this short video, I discuss a few things our office does to ensure we keep our information safe. 

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